|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$532M
|
+$39.8M
|
+1,899,073
|
+8%
|
|
|
2
|
Aire Advisors
Beverly Hills,
California
|
$6.15M
|
+$462K
|
+22,067
|
+8%
|
|
|
3
|
Dunhill Financial
London,
United Kingdom
|
$3.49M
|
+$3.71M
|
+176,981
|
New
|
|
|
4
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.49M
|
+$181K
|
+8,625
|
+7%
|
|
|
5
|
International Assets Investment Management
Orlando,
Florida
|
$2.1M
|
+$1.07M
|
+50,833
|
New
|
|
|
6
|
Flow Traders U.S.
New York
|
$1.02M
|
+$1.06M
|
+50,523
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$615K
|
+$641K
|
+30,571
|
New
|
|
|
8
|
|
$606K
|
+$631K
|
+30,120
|
New
|
|
|
9
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$509K
|
+$3.14K
|
+150
|
+0.6%
|
|
|
10
|
Litman Gregory Wealth Management
Larkspur,
California
|
$376K
|
+$217K
|
+10,370
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$56.2K
|
+$7.98K
|
+381
|
+16%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$55.3K
|
-$7.96K
|
-380
|
-12%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.5K
|
+$15.3K
|
+728
|
+61%
|
|
|
14
|
|
$16.5K
|
-$10.8K
|
-515
|
-39%
|
|
|
15
|
Sandy Spring Bank
Olney,
Maryland
|
$10.7K
|
+$11.1K
|
+532
|
New
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$9.68K
|
+$9.53K
|
+455
|
+1,750%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
-$417K
|
-19,911
|
-98%
|
|
|
18
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$6.12K
|
+$6.37K
|
+304
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.82K
|
-$5.47K
|
-261
|
-47%
|
|
|
20
|
Arlington Partners
Birmingham,
Alabama
|
$5.09K
|
+$5.3K
|
+253
|
New
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.21K
|
+$629
|
+30
|
+17%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$4.14K
|
+$42
|
+2
|
+1%
|
|
|
23
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.5K
|
–
|
–
|
–
|
|
|
24
|
Private Ocean
San Rafael,
California
|
$2.13K
|
+$2.22K
|
+106
|
New
|
|
|
25
|
Investors Research Corp
Atlanta,
Georgia
|
$2.03K
|
–
|
–
|
–
|
|
